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Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity
Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.
Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?
In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.
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